Managing categories

You can use test plan and test case categories to help you organize your test plans and test cases into logical groups. Later, when you list all of your test plans or test cases, you can use these categories to help you sort and more easily manage the list.

By default, two test plan and three test case categories are provided:

You can add specific product names, release numbers, categories, functions, and themes and assign them to each test plan or test case. In addition, you can add your own categories, such as Test Type, Component, or Division.

Note: The following procedure shows an example for creating a new test plan category. Use the same procedure to create a new test case category.

To add a new test plan category type, or to add a specific product name, release number, or a new category entry:

  1. Open the Summary section of a test plan.
  2. Click the Manage Test Plan Categories icon (Manage Test Plan Categories).

    The following window opens:

  3. From the Manage Test Plan Categories window, click the Add Category Type icon (Add) to create a new category.
  4. Type the name of the new category.
  5. Click anywhere within the Manage Test Plan Categories window to save the new category.
  6. To add a new product, name or release number, click the Add <category name> icon (Add).
  7. Type the name of the new product, the new release number, or the entry for the new category.
  8. Click anywhere within the Manage Test Plan Categories window to save the new entry.
  9. Close the Manage Test Plan Categories window.
  10. Click Save to save the test plan.

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